LeadConnector + Sierra Interactive
Update leads in Sierra Interactive when pipeline stages change in LeadConnector
Stay ahead of your sales process with this streamlined workflow. When a lead progresses to a new stage in LeadConnector, this automation will instantly update that lead in Sierra Interactive. Save valuable time and ensure lead data consistency across your teams, increasing efficiency and boosting sales productivity.
Stay ahead of your sales process with this streamlined workflow. When a lead progresses to a new stage in LeadConnector, this automation will instantly update that lead in Sierra Interactive. Save valuable time and ensure lead data consistency across your teams, increasing efficiency and boosting sales productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Lead
Update an existing lead in your Sierra account.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
SiteRequired
AgentRequired
Source Type
Type
SourceRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
SiteRequired
AgentRequired
Try It
